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Competitor Summary. See how CORE Financial compares to its main competitors:

  • Focus Financial Partners has the most employees (200).
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CORE Financial vs competitors

CompanyFounding dateZippia scoreHeadquarters# of LocationsRevenueEmployees
-
3.7
Fort Collins, CO1$1.6M30
2006
4.5
Minneapolis, MN2$124.4M160
Summit Partners
1984
4.4
Boston, MA1$300.0M5
-
3.8
Chicago, IL1$3.5M35
JRW Investments
2003
3.8
Pasadena, CA1$540,0001
2003
4.1
Atlanta, GA1$11.0M175
2009
4.5
Phoenixville, PA1-176
2006
4.1
New York, NY1$2.1B200
2005
3.3
Westminster, CO1$1.2M50
2017
4.9
Vienna, VA1$75.0M176
1998
3.8
Southfield, MI1$1.1M50
-
3.7
Chicago, IL1$710,00025
-
3.9
Narberth, PA1$1.1M50
-
4.2
Boca Raton, FL1$2.8M35
1886
3.8
New York, NY15$106.4M125
1923
3.8
Jenkintown, PA1$10.2M50
1991
3.9
Santa Fe, NM1$13.0M50
1998
3.3
Clinton, MI1$1.4M30
-
4.4
Tucson, AZ1$50.0M100
Capital Financial Services
-
3.9
Lombard, IL1--
Independent Financial Consultant
-
4.0
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CORE Financial salaries vs competitors

Compare CORE Financial salaries vs competitors

CompanyAverage salaryHourly salarySalary score
CORE Financial
$62,815$30.20-

Compare CORE Financial job title salaries vs competitors

CompanyHighest salaryHourly salary
CORE Financial
$75,646$36.37
Focus Financial Partners
$98,092$47.16
Summit Partners
$94,561$45.46
Lyons Group
$84,332$40.54
Integrated Financial Group
$81,593$39.23
Pitcairn
$78,043$37.52
Investments Limited
$77,628$37.32
Independent Financial Consultant
$77,157$37.09
Hantz Group
$75,154$36.13
JRW Investments
$75,034$36.07
IMPACT Financial Services
$74,810$35.97
Fidelity Trust Mortgage Co
$74,775$35.95
Security Capital Group Incorporated
$74,164$35.66
Larson Financial
$74,132$35.64
Beacon Financial
$74,093$35.62
Siebert
$73,828$35.49
National Planning Holdings
$73,539$35.36
Heartland Group
$70,318$33.81
Capital Financial Services
$69,932$33.62
Financial Resources
$67,973$32.68

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CORE Financial demographics vs competitors

Compare gender at CORE Financial vs competitors

Job titleMaleFemale
Summit Partners48%52%
Financial Resources50%50%
Heartland Group60%40%
Investments Limited64%36%
GWG Holdings68%32%
CORE Financial--
Male
Female

Compare race at CORE Financial vs competitors

CompanyWhiteHispanic or LatinoBlack or African AmericanAsianUnknownDiversity score
59%20%10%8%3%
9.5
71%13%8%6%3%
7.9
62%13%11%9%4%
9.7
Summit Partners
59%14%14%10%3%
9.7
57%18%11%10%4%
9.7
67%11%9%11%3%
8.2

CORE Financial and similar companies CEOs

CEOBio
Murray T. Holland
GWG Holdings

Murray has worked as Chief Executive Officer at CONVERGENT; Interim Chief Executive Officer at GWG HOLDINGS, INC.; and Managing Director at MHT Partners. He studied at University of Virginia and Washington and Lee University.

Leslie C. Voth
Pitcairn

Mr. Jeffrey Kenneth Greenslade
Heartland Group

Joshua Ungerecht
JRW Investments

Joshua Ungerecht is a CEO and Chief Investment Officer at JRW Investments, Owner at JRW Investments, and Managing Member at Telos Capital Funds and is based in 1055 E Colorado, Pasadena, California. He has worked as Director of Due Diligence at JRW Investments, Due Diligence Analyst at JRW Investments, and Student Ministries - Director of Missions at Biola University. Joshua attended Talbot - University of Biola between 2005 and 2007 and The Master s University between 2002 and 2005.

Paul Larson
Larson Financial

John Lawrence
Capital Financial Services

John Lawrence is a Chief Executive Officer at Capital Financial Group and is based in Springfield, Tennessee. He has worked as Account Executive at Bibby Transportation Finance, BDO at Bibby Transportation Finance, and VP Business Development at Diversified Transportation Finance. John studied at Martin Luther King High School between 1991 and 1997 and UNIVERSITY OF SUNDERLAND between 2008 and 2009.

Amy Lueckenotte is a Management-Mark A.Figert Chief Executive Officer and Managing Director Co-Founder at Fidelity Trust Mortgage Co. and is based in United States.

Riaz Haffejee
Investments Limited

Ruediger Adolf (Rudy)
Focus Financial Partners

Ruediger "Rudy" Adolf is an Austrian-born American business executive. He is the founder, Chief Executive Officer and Chairman of Focus Financial Partners, an international partnership of independent and fiduciary wealth management firms. In 2017, Focus’s CEO Rudy Adolf was named to the list of Icons & Innovators by InvestmentNews, honoring visionaries who have shaped and transformed the financial advice profession.

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